Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay M. Himmelstein is a financial advisor registered with Ameriprise Financial Services, LLC. Jay is a registered representative with over 19 years of experience in the financial services industry. He is licensed to provide investment advice in multiple states. Jay's previous experience includes working with Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC. His specialties include asset allocation, financial planning, and portfolio management. Jay's client base includes individuals, corporations, and institutions. He works with clients to develop personalized financial plans and investment strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/21/2022 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
01/24/2019 - 03/28/2022
MML INVESTORS SERVICES, LLC (New York NY)
NY
01/27/2004 - 01/31/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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